Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FINTRUST CAPITAL ADVISORS LLC 02-13-2024 12-31-2023 1280 501,797,756
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SOUNDHOUND AI INC CLASS A COM 2001 $530 250 0.00 0.00 0 0.00 12-31-2023
COHEN & STEERS SELECT PFD & COM 2002 $511 27 0.00 27 +Inf 12-31-2023
ZIMVIE INC COM 2003 $480 27 0.00 0.00 0 0.00 12-31-2023
Caterpillar Inc COM 2004 $450 30 0.00 30 +Inf 12-31-2023
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